It’s a new year, and what better way to kick things off in 2025 than by revisiting your financial plan or creating your first one. We’ve seen huge fluctuations in inflation, interest rates, and market swings in recent years, and having a plan is the best way to be prepared for when things change.

Most people spend their working years grinding, saving, and looking forward to their retirement date. But when the moment actually arrives, many of them wind up feeling unprepared for what they’ll do with all the extra time and financial freedom.

In this episode, SHP Financial’s Matthew Peck and Keith Ellis Jr. dive into the one resolution every retiree (or pre-retiree) needs to make this year: Start asking yourself questions now and paint a picture of your dream retirement. The SHP team is here to help answer those questions and give you the “why” behind our recommendations so you have confidence and know what’s possible in retirement.

In this podcast interview, you’ll learn:

• Why so many retirees struggle with "What’s next?" once they stop working.
• The biggest mistakes people make when transitioning from a paycheck to financial independence.
• How to create a flexible retirement plan that lets you enjoy your money instead of worrying if it’s enough.
• The most overlooked financial factors that determines whether you’re truly free in retirement
• How comprehensive financial planning allows you to dream bigger with confidence.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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